Qualify Your B2B Leads for SourceX: A Partner Worksheet
For B2B lead generation agencies, every qualified lead is a step towards new opportunities. When referring companies to SourceX, identifying the right profile from the start is key to maximizing your referrals. This worksheet helps you pre-qualify potential US-based companies against the core criteria for the SourceX referral program.
Our program rewards partners 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, with rewards capped at $100,000 cumulative per referred company. Focusing your efforts on well-matched leads ensures the best chance for successful outcomes and payouts, which become payable only after the buyer pays and SourceX receives its fee.
This worksheet is designed for your internal use to help determine if a company aligns with the SourceX baseline. It helps you assess key attributes without collecting any sensitive company data yourself. Remember, credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.
---
SourceX Referral Program: Client Qualification Worksheet
Instructions: Use this checklist to assess potential US companies for their fit with the SourceX data licensing platform. Do not record any company-specific data in this worksheet; use it as a guide for your internal qualification process.
Section 1: Basic Company Profile
- Is the company based in the United States?
- Does the company have a history of operation, indicating years of operating records?
- Does the company have an established online presence (e.g., professional website, industry recognition)?
- Has the company had 50 or more full-time employees at its peak? (Exclude contractors for this assessment).
Section 2: Data Licensing Potential
- Does the company possess proprietary data assets that could be valuable for AI labs and data buyers?
- Does the company have the clear rights and authority to license its data? (This is crucial, as SourceX manages data licensing from sourcing and rights review).
- Is there a clear, authorized sponsor within the company who can champion a data licensing initiative?
- Does the company understand that SourceX is the enterprise data transaction layer for AI, managing data licensing, and not involved in training AI models?
Section 3: Strategic Alignment
- Does referring this company align with the terms of our partnership, knowing that the partner reward is a share of SourceX's fee and is never deducted from what the company receives?
- Have you ensured that your referral activities comply with any professional rules if you are a licensed professional?
---
Why these criteria matter:
SourceX focuses on facilitating data licensing for US companies that have robust operating histories, significant employee bases, and, most importantly, the clear rights to license their data. This focus ensures that the companies you refer are well-positioned for successful data licensing agreements with AI labs and data buyers.
By using this worksheet, you can efficiently identify high-potential leads, ensuring your referral efforts are targeted and effective. This helps both you and the referred company succeed within the SourceX ecosystem.
Illustrative Example of Earnings Potential (Hypothetical Inputs):
If SourceX collects $10,000 in eligible platform fees from a referred company's licensing deals, a partner could earn 25% of that amount, which is a hypothetical $X. This would contribute towards the $100,000 cumulative cap for that company. Please remember these figures are illustrative; actual earnings depend on fees collected and the specific terms.
---